+1,204.1%
BP vs SUI
+4,037.5%
-2,833.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +3.9% | -2.8% | +6.8% | +4.8% |
| 30D | +7.6% | -1.2% | +8.8% | +7.9% |
| 3M | +0.7% | -1.7% | +2.4% | +1.0% |
| 6M | +15.5% | -10.5% | +26.0% | +18.6% |
| YTD | +30.8% | -1.8% | +32.7% | +30.8% |
| 1Y | +34.3% | -4.1% | +38.4% | +34.9% |
| 3Y | +35.1% | +11.3% | +23.8% | +27.8% |
| 5Y | +126.8% | -32.1% | +158.9% | +143.4% |
| 10Y | +123.4% | +110.4% | +12.9% | +67.8% |
| All | +1,204.1% | +4,037.5% | -2,833.4% | +376.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling